Salary
≈ $50k – $104k per year (Estimated)
Location
In office (Singapore)
Seniority
Staff · 3+ years exp
Confirmed on the employer's own hiring board on Oct 19, 2026. First seen by Alion on Jul 22, 2026.
Overview
Company
Impact
Profile match
Canopy aggregates wealth data across banks and custodians into a single portfolio view for family offices and private banks. Its analytics work without requiring clients to disclose identities to the platform. The company is headquartered in Singapore.
Backed by Integra Partners
- Win new clients. Identify and engage family offices, EAMs, MFOs, and UHNW principals globally. Turn conversations into demos, demos into pilots, pilots into long-term clients.
- Own the full cycle. From first meeting to signed contract -- you run the process. You manage your own pipeline, set your own pace, and report directly to the CEO.
- Be the trusted advisor. Canopy isn't a one-call close. You'll educate prospects on how data aggregation solves their real pain points -- fragmented reporting, manual reconciliation, lack of portfolio-level visibility -- and position Canopy as essential infrastructure for modern family offices, EAMs, and MFOs.
- Expand our footprint. We already serve clients across Singapore, Hong Kong, ASEAN, the Middle East, and Europe. You'll help us go deeper in existing markets and open new ones -- supported by strong client references and a growing global reputation.
- Leverage AI in your workflow. Use AI-powered tools for prospect research, client intelligence, and market analysis. You'll have access to cutting-edge AI capabilities that most sales teams won't see for years -- and your feedback will help us build the next generation of AI-driven sales tools.
Requirements
Must have:
- 3+ years in a client-facing role in wealth management, private banking, family office, EAM, or financial services -- you understand how wealth owners think
- A network (even a small one) in the wealth ecosystem -- family offices, private banks, EAMs, trustees, or wealth advisors
- Fluent English and Mandarin
- Entrepreneurial mindset -- comfortable with ambiguity, self-directed, and excited about closing deals with real ownership
Great to have:
- Experience selling SaaS, fintech, or technology solutions to financial institutions
- Understanding of portfolio reporting, data aggregation, or multi-custodian challenges
- Existing relationships with family offices or EAMs across multiple markets (Asia, Middle East, Europe, etc.)
- Curiosity about AI and willingness to adopt new tools -- no technical background required, just an open mind
- Prior startup experience or comfort working in a small, fast-moving team
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